401(k) · DOL Form 5500 · 2023

ORION 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
760
Participants Near avg headcount
88th
Percentile by assets National rank
$89,826
Avg per participant Below avg balance/head
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Official DOL plan name: Orion 401(k) Retirement Plan · Sponsored by ORION · Texas · Construction

$68M in assets, 760 participants

ORION's Orion 401(k) Retirement Plan reported $68M in total assets and 760 participants in its 2023 DOL Form 5500 filing, ranking in the 88th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,793 in Construction (9,030 peers)

Where Orion 401(k) Retirement Plan sits by assets

Orion 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $68M for 760 participants (~$89,826/participant), up 17.4% in 2023.

#7,793
in Construction (9,030 peers)
+17.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Orion 401(k) Retirement Plan's outsized position by total assets

Orion 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$68,267,386 Top 12% higher than 88% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Orion 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Orion 401(k) Retirement Plan sits mid-pack in the medium band (760 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orion 401(k) Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Orion 401(k) Retirement Plan end-of-year assets rose from $58M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Orion 401(k) Retirement Plan reported participants rose from 724 in the plan year 2022 filing to 760 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 710945404 · ORION PY 2023 · 401(k)

Orion 401(k) Retirement Plan · $68M · 760 · 88th

  • IND $68M
  • IND 760
  • IND 88th
  • IND 401(k)
  • IND near Retirement and Savings Plan for Employees of Plastics Engineering Company
  • IND ind #7793

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Texas →

Orion 401(k) Retirement Plan in the asset neighbourhood

Orion 401(k) Retirement Plan$68MRetirement and Savings Plan for Employees of Plastics Engineering CompanyRetirement and Savings Plan …$68MBelimo Americas Savings Plan$68MRobert E. Mason & Associates, Inc. Profit Sharing PlanRobert E. Mason & Associates…$68MFullbloom Retirement Savings PlanFullbloom Retirement Savings…$68M
End-of-year total assets ($M) among Orion 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$68M
Net Income$10M
Employer EIN710945404
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ORION)

Sponsor-wide plan assets over time

All ORION plans reported in each filing year

Latest sponsor-wide plan assets
$83M 42.48325353477239% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $58.1M $82.8M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 724 $58M
2023 1 760 $68M
2024 1 723 $83M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Orion 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Orion 401(k) Retirement Plan, Total assets ($B): 0.068267386 · Participants: 760Orion 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Orion 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Orion 401(k) Retirement Plan side-by-side with 3 peers →

Orion 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Retirement and Savings Plan for Employees of Plastics Engineering Company in WI ($68M); by covered participants it is Clarins USA, Inc. 401(k) Plan in NY (760 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (760 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Orion 401(k) Retirement Plan assets move in 2023? ▼
Orion 401(k) Retirement Plan grew sharply - up 17.4% during 2023, from $58M to $68M. Reported net income was $10M.
How have ORION plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ORION's sponsor-wide assets grew 42.5%, from $58M to $83M.
Where does Orion 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Orion 401(k) Retirement Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Orion 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement and Savings Plan for Employees of Plastics Engineering Company in WI ($68M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Orion 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clarins USA, Inc. 401(k) Plan in NY (760 participants, $44M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 710945404.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.